| Название | : | Little Known Tax Strategy For Retirees. Tax Planning Strategy In Retirement |
| Продолжительность | : | 6.41 |
| Дата публикации | : | |
| Просмотров | : | 5,8 rb |
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This video doesn’t explain much Comment from : Nisreen |
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Investors are often advised to invest in stocks for the long term so as to reap benefits of compounded growth but considering my age at 56, I intend to retire next 2-3 years with several millions in my bank, how can I achieve this with estimate $250k? Comment from : Ray smith |
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So the daughter inherited the 200k? Presumably in stocks? So she took the stepped up basis when she inherited? I taught mom was you going to make gifts of withdrawals (gift exclusion?) to daughter Can you clarify? Comment from : Joe Smith |
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Great tips once again Dave…thank you! I was involved with managing my parents’ finances upon their passingbrI wish you were around 10 years ago… I could’ve use your guidance!brbrAnother result of managing my parent’s finances for the family was the emotional toll, ensuring you do the right thing” for your mom and dad as well as your siblingsbrbrIt was truly draining and my wife and I learned NOT to repeat this for our children!👍🏽brbrSemper Fi 🇺🇸 Comment from : JP Turner |
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